RICHARD H BROWN FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
RICHARD H BROWN FOUNDATION (EIN 38-3267368)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-25
IRS object ID
201821769349100552
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-06-25T10:03:00-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383133790PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDREWS HOOPER PAVLIK PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12311 EAST BELTLINE AVE SE STE 200AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49546ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383267368EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD H BROWN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone6168741732PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16293 CANNON HIGHLANDS DRIVE NEAddressLine1Txt
CityBELMONTCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49306ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD H BROWNPersonNm
Person TitlePRES/TREASPersonTitleTxt
Phone6168741732PhoneNum
Signature2018-06-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC A RYANPreparerPersonNm
PTINP01388772PTIN
Phone6169426440PhoneNum
Preparation2018-06-04PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,566,619FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,331ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$54,581DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,581DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$120,419NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$869,429GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$133,846CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$646OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$646OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$190,977TotalRevAndExpnssAmt
Total Net Invst Incm$189,073TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,450AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,450AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,396OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,396OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,100TaxesRevAndExpnssAmt
Taxes Net Invst Incm$558TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$342OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$223OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,738TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,434TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,673TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$199,611ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$199,611ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$216,349TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,434TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$202,284TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,372ExcessRevenueOverExpensesAmt
Net Investment Income$179,639NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2CashEOYAmt
Sav And Temp Cash Invst BOY$39,193SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$48,771SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$48,771SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,843,443CorporateStockBOYAmt
Corporate Stock EOY$1,808,491CorporateStockEOYAmt
Corporate Stock EOYFMV$2,517,848CorporateStockEOYFMVAmt
Total Assets BOY$1,882,636TotalAssetsBOYAmt
Total Assets EOY$1,857,264TotalAssetsEOYAmt
Total Assets EOYFMV$2,566,619TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,882,636RetainedEarningBOYAmt
Retained Earning EOY$1,857,264RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,882,636TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,857,264TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,882,636TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,857,264TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,882,636TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,372ExcessRevenueOverExpensesAmt
Subtotal$1,857,264SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,857,264TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMARKETABLE SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$858,794GrossSalesPriceAmt
Cost Or Other Basis$735,583CostOrOtherBasisAmt
Gain Or Loss$123,211GainOrLossAmt
Gains Minus Excess Or Losses$123,211GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$133,846CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$123,211NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$168,885AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,348,159NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.071922DistributionYr1Rt
Adjusted Qlfy Distri Yr2$220,048AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,541,073NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.086596DistributionYr2Rt
Adjusted Qlfy Distri Yr3$234,695AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,681,729NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.087516DistributionYr3Rt
Adjusted Qlfy Distri Yr4$191,903AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,419,441NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.079317DistributionYr4Rt
Adjusted Qlfy Distri Yr5$104,920AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,403,431NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043654DistributionYr5Rt
Total Distribution0.369005TotalDistributionRt
Average Distribution0.073801AverageDistributionRt
Net Vl Noncharitable Assets$2,514,416NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$185,566AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,796NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$187,362AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$202,284QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,796InvestmentIncomeExciseTaxAmt
Subtotal$1,796SubtotalAmt
Tax Based On Investment Income$1,796TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,760EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,760TotalPaymentsAndCreditsAmt
Overpayment$964OverpaymentAmt
Applied To ES Tax$964AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD H BROWNIndividualWithBooksNm
Phone6166179700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line126841 WYNDHURST CT 101AddressLine1Txt
CityBONITA SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34134ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD H BROWN
6293 CANNON HIGHLANDS DR NEBELMONTMI49306PRES/TREAS1.00$0$0$0
CHARLES C BROWN
6293 CANNON HIGHLANDS DR NEBELMONTMI49306SEC/DIRECTOR1.00$0$0$0
NANCY BROWN
6293 CANNON HIGHLANDS DR NEBELMONTMI49306DIRECTOR1.00$0$0$0
HILLARY KRAAK
7136 LEONARD STCOOPERSVILLEMI49404DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,526,597AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,110AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,552,707TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,552,707AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,291CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,514,416NetVlNoncharitableAssetsAmt
Minimum Investment Return$125,721MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$125,721MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,796TaxBasedOnInvestmentIncomeAmt
Total Tax$1,796TotalTaxAmt
Distributable Before Adj$123,925DistributableBeforeAdjAmt
Distributable Before Ded$123,925DistributableBeforeDedAmt
Distributable As Adjusted$123,925DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$202,284ExpensesAndContributionsAmt
Qualifying Distributions$202,284QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,796PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$200,488AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$123,925DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$74,065ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$103,559ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$94,838ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$54,219ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$326,681TotalExcessDistributionCyovAmt
Qualifying Distributions$202,284QualifyingDistributionsAmt
Applied To Current Year$123,925AppliedToCurrentYearAmt
Remaining Distri From Corpus$78,359RemainingDistriFromCorpusAmt
Total Corpus$405,040TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$405,040ExcessDistriCyovToNextYrAmt
Excess From Year4$74,065ExcessFromYear4Amt
Excess From Year3$103,559ExcessFromYear3Amt
Excess From Year2$94,838ExcessFromYear2Amt
Excess From Year1$54,219ExcessFromYear1Amt
Excess From Current Year$78,359ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD H BROWN NANCY BROWNContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRICHARD BROWNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line126841 WYNDHURST CT 101AddressLine1Txt
CityBONITA SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34134ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6166179700RecipientPhoneNum
Form And Info And MaterialsNO SPECIAL FORMAT REQUIREDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
HABITAT FOR HUMANITY
425 PLEASANT AVE SWGRAND RAPIDSMI49503NONE501(C)(3)SUPPORT GENERAL FUND$500
WEST MICHIGAN JR GOLF
4050 EAST GABLES COURT NEGRAND RAPIDSMI49525NONE501(C)(3)SUPPORT GENERAL FUND$5,000
CONSUMERS REPORTS
PO BOX 96552WASHINGTONDC20090NONE501(C)(3)SUPPORT GENERAL FUND$4,911
LIBERTY YOUTH RANCH
PO BOX 366206BONITA SPRINTSFL34136NONE501(C)(3)SUPPORT GENERAL FUND$5,000
PMA EDUCATION FOUNDATION
6363 OAK TREE BLVDINDEPDENCEOH44131NONE501(C)(3)SUPPORT GENERAL FUND$2,000
NE HISTORIC GEN SOCIETY
99-101 NEWBURY STREETBOSTONMA02116NONE501(C)(3)SUPPORT GENERAL FUND$5,000
BATTLE OF FALLING WATERS FOUNDATION
14906 FALLING WATERS RDWILLIAMSPORTMD21795NONE501(C)(3)SUPPORT GENERAL FUND$2,000
CIVIL WAR TRUST
1156 15TH ST NWWASHINGTONDC20005NONE501(C)(3)SUPPORT GENERAL FUND$5,000SUITE 900
SPARTA CELTIC FESTIVAL INC
200 E DIVISION STSPARTAMI49345NONE509(A)(2)SUPPORT GENERAL FUND$5,000
CONDUCTIVE LEARNING CENTER-AQUINAS
2428 BURTON ST SEGRAND RAPIDSMI49546NONE501(C)(3)SUPPORT GENERAL FUND$7,000
MICHIGAN STATE UNIVERSITY
300 SPARTAN WAYLANSINGMI48824NONE501(C)(3)SUPPORT MSU GOLF$6,000UNIVERSITY ADVANCEMENT
MICHIGAN STATE UNIVERSITY
300 SPARTAN WAYEAST LANSINGMI48824NONE501(C)(3)SUPPORT DEP. OF MECHANICAL ENGINEER.$125,000UNIVERSITY ADVANCEMENT
SAFE HAVEN MINISTRIES
3501 LAKE EASTBROOK BLVDGRAND RAPIDSMI49546NONE501(C)(3)SUPPORT GENERAL FUND$6,000
THE SALVATION ARMY
10291 MCGREGOR BLVDFORT MEYERFL33919NONE501(C)(3)SUPPORT GENERAL FUND$5,000
EGYPT VALLEY COUNTRY CLUB SCHOLARSH
7333 KNAPP ST NEADAMI49301NONE501(C)(3)SUPPORT GENERAL FUND$500
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20005NONE501(C)(3)SUPPORT GENERAL FUND$5,000
COLLINS SCHOOL PTA
12424 SUMMERFIELD BLVDRIVERVIEWFL33579NONE501(C)(3)SUPPORT GENERAL FUND$200
ROTARY INTERNATIONAL FOUNDATION
14280 COLLECTIONS CENTERCHICAGOIL60693NONE501(C)(3)SUPPORT GENERAL FUND$500
MEL TROTTER MINISTRIES
225 COMMERCE AVE SWGRAND RAPIDSMI49503NONE501(C)(3)SUPPORT GENERAL FUND$1,000
IONIA COUNTY COMMUNITY FOUNDATION
230 W MAIN STREETIONIAMI48846NONE501(C)(3)SUPPORT GENERAL FUND$1,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLNEW YORKNY10006NONE501(C)(3)SUPPORT GENERAL FUND$1,000
UNITED WAY OF LEE
7273 CONCOURSE DRIVEFORT MYERSFL33908NONE501(C)(3)SUPPORT GENERAL FUND$1,000
CIVIL WAR TRUST
1156 15TH ST NWWASHINGTONDC20005NONE501(C)(3)CAMPAIGN 1776$1,000SUITE 900
BLUE LAKE PUBLIC RADIO
300 E CRYSTAL LAKE RDTWIN LAKEMI49457NONE501(C)3SUPPORT GENERAL FUND$500
WGVU
301 FULTON ST SWGRAND RAPIDSMI49504NONE501(C)(3)SUPPORT GENERAL FUND$500
YMCA OF GREATER GRAND RAPIDS
475 LAKE MICHIGAN DR NWGRAND RAPIDSMI49504NONE501(C)(3)SUPPORT GENERAL FUND$500
CASA OF KENT COUNTY
180 OTTOWA AVE NWGRAND RAPIDSMI49503NONE501(C)(3)SUPPORT GENERAL FUND$500SUITE 5200
FEEDING AMERICA
35 E WACKER DR STE 2000CHICAGOIL60601NONE501(C)(3)SUPPORT GENERAL FUND$500
COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776WILLIAMSBURGVA23187NONE501(C)(3)SUPPORT GENERAL FUND$500
GRAND VALLEY STATE FOUNDATION
301 FULTON ST WESTGRAND RAPIDSMI49501NONE501(C)(3)LAKER EFFECT CAMPAIGN$500
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STURBANAIL61801NONE501(C)(3)SUPPORT GENERAL FUND$500
GEORGE W BUSH PRESIDENTIAL CENTER
2943 SMU BOULEVARDDALLASTX75205NONE501(C)(3)SUPPORT GENERAL FUND$500
GILMORE CAR MUSEUM
6865 HICKORY ROADHICKORY CORNERSMI49060NONE501(C)(3)SUPPORT GENERAL FUND$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$199,611TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,581ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$120,419ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion1ExclusionCd
Exclusion$646ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$175,646ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$175,646TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMR MRS RICHARD H BROWNContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16293 CANNON HIGHLANDS DRIVEAddressLine1Txt
CityBELMONTCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49306ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,331TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$15,331FairMarketValueAmt
Received2017-12-19ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,900Amt
Net Investment Income$2,450NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,450DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFIEX - DFA INT'L CORE EQUITY$156,108$308,087
DFCEX - DFA EMERGING MKTS CORE EQUIT$88,441$162,215
DFQTX - DFA US CORE EQUITY II$499,724$903,304
VBTSX - VANGUARD TOTAL BOND MARKET I
DFGEX - DFA GLOBAL REAL ESTATE SEC$82,907$159,373
VSGDX - VANGUARD SHORT TERM FEDERAL
BND - VANGUARD BD INDEX FD INCOME$375,126$379,300
DFGBX - DIMENSIONAL ADV GLOBAL FIX I$252,330$254,645
VTIP - VANGUARD MALVER FDS SHORT-TER$103,343$101,050
VCSH - VANUGARD SCOTTSDALE FDS$250,512$249,874

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MICHIGAN ANNUAL REPORT$20$20
WIRE TRANSFER FEE$30$30
MEETINGS$203$203
MISCELLANEOUS$89

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$646RevenueAndExpensesPerBooksAmt
Net Investment Income$646NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGRAND WEALTH MANAGEMENTCategoryTxt
Amt$6,396Amt
Net Investment Income$6,396NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$558$558
FEDERAL INCOME TAXES$4,542

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